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Vanguard Dividend Appreciation ETF

2,293 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 898 increasing their positions, 743 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+204
Holders Change %
+9.77%
% of All Funds
30.52%
Holding in Top 10
277
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.52%
% of All Funds
3.69%
New
310
Increased
898
Reduced
743
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ACS
326
Archford Capital Strategies
Illinois
$11.8M +$170K +868 +1%
RCAG
327
Rehmann Capital Advisory Group
Michigan
$11.7M +$190K +971 +2%
AA
328
Ancora Advisors
Ohio
$11.7M -$138K -703 -1%
SI
329
SimpliFi Inc
California
$11.7M -$100K -511 -0.9%
IFA
330
Interactive Financial Advisors
Illinois
$11.6M -$86.8K -443 -0.7%
WT
331
Washington Trust
Rhode Island
$11.6M +$182K +931 +2%
SF
332
Synovus Financial
Georgia
$11.6M -$6.46M -32,963 -36%
MWM
333
Mission Wealth Management
California
$11.6M -$359K -1,831 -3%
ACM
334
Allred Capital Management
Texas
$11.6M -$347K -1,770 -3%
LIA
335
LS Investment Advisors
Michigan
$11.5M +$422K +2,157 +4%
AWP
336
Accretive Wealth Partners
New Jersey
$11.4M +$80.7K +412 +0.7%
DWP
337
Destiny Wealth Partners
Florida
$11.4M +$783 +4 +0%
TF
338
Trek Financial
Arizona
$11.4M -$945K -4,827 -8%
PA
339
Parallel Advisors
California
$11.4M -$670K -3,423 -6%
JIC
340
Johnson Investment Counsel
Ohio
$11.3M +$169K +861 +2%
BFAG
341
Blackston Financial Advisory Group
Florida
$11.3M -$1.31M -6,681 -10%
MAG
342
M3 Advisory Group
Massachusetts
$11.2M +$465K +2,375 +4%
KC
343
Kades & Cheifetz
Pennsylvania
$11.2M +$340K +1,737 +3%
MGIA
344
Moneta Group Investment Advisors
Missouri
$11.2M +$1.82M +9,281 +19%
SWA
345
Strategies Wealth Advisors
Michigan
$11.1M +$406 +2 +0%
SWM
346
Segment Wealth Management
Texas
$11M -$306K -1,564 -3%
WTC
347
WhitTier Trust Company
Nevada
$11M -$22.7K -116 -0.2%
UCFA
348
United Capital Financial Advisors
Texas
$11M -$625K -3,193 -5%
SEIA
349
Signature Estate & Investment Advisors
California
$10.9M +$405K +2,068 +4%
HI
350
Harbour Investments
Wisconsin
$10.9M +$991K +5,062 +10%